Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $62.2B
1-Year Est. Return 21.98%
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.2B
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,852
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$72.9M
3
+$55M
4
RJF icon
Raymond James Financial
RJF
+$53M
5
META icon
Meta Platforms (Facebook)
META
+$51.7M

Top Sells

1
+$93M
2
+$83.2M
3
+$60.7M
4
ALGN icon
Align Technology
ALGN
+$59.3M
5
HEI icon
HEICO Corp
HEI
+$53.9M

Sector Composition

1 Technology 20.05%
2 Financials 12.75%
3 Industrials 10.12%
4 Consumer Discretionary 8.15%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$100M 0.21%
3,861,774
+326,673
102
$97.7M 0.2%
1,055,870
+45,209
103
$96.2M 0.2%
306,989
-16,240
104
$95.8M 0.2%
700,100
+6,633
105
$95.3M 0.2%
481,756
-10,901
106
$95.2M 0.2%
643,184
+6,742
107
$94.4M 0.2%
187,805
-14,200
108
$94.3M 0.2%
1,034,449
-47,203
109
$93.8M 0.19%
194,787
+12,241
110
$92.1M 0.19%
1,242,203
+103,662
111
$90.8M 0.19%
363,311
-4,361
112
$90M 0.19%
449,528
-28,596
113
$89.9M 0.19%
519,525
+4,267
114
$89.6M 0.19%
3,202,703
-3,322,960
115
$88.8M 0.18%
396,799
-27,326
116
$88.1M 0.18%
2,136,830
+8,788
117
$86.4M 0.18%
1,967,560
-36,918
118
$86M 0.18%
507,484
+32,134
119
$83.8M 0.17%
326,078
+38,408
120
$82M 0.17%
1,041,511
+30,603
121
$81.5M 0.17%
1,281,066
-39,331
122
$80.6M 0.17%
464,729
-2,369
123
$80.1M 0.17%
573,640
-28,350
124
$79.7M 0.17%
332,087
+25,516
125
$78.8M 0.16%
784,972
-7,984
3 4
5
6 7